Double Income Fund (DIF)

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The Double Income Fund aims for long term capital appreciation by primarily investing in high dividend paying equities whilst enhancing the return through writing covered call options. This structured portfolio is suitable for investors seeking superior long-term risk adjusted returns. As this strategy demands specialism and constant attention, our fund provides an efficient way to access these requirements. Received option premiums add to the dividend income and lowers long equity exposure. The strategy therefore appeals to investors seeking extra yield without taking higher risk - inherent in a long position only. 

 

In a low interest rate environment, fixed income investments do not generate substantial yield. The fund’s strategy, however, will offer investors the possibility of both income and growth. One of the reasons being that interest rates normally have limited effect on the value of option premiums.

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Our investment objective is twofold:

 

1. To collect income and produce long-term capital increase. 

2. Generate a minimum return of 3 months Euribor+ 5% per year over a 10 year horizon.

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The Double Income Fund is a joint venture between private investors, Gary Millin and directors of Levantis Wealth Control. Levantis are a Gibraltar based family office. 

 

Our team of seasoned professionals are drawn from the investment advisory and banking industry, with experience in major international institutions such as UBS, Paribas, Credit Suisse, Goldman Sachs and N.M. Rothschild and Sons.

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Our strengths lie in our:  

• Senior international investment expertise

• Innovative investment processes      

• Competitive fee structures

• Top tier clients and service providers       

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